Analysis & Opinion

Analysis

Monday Club – 03/02/25: Your weekly Wealthwise digest

Analysis

What next for the boutique asset manager?

Boutiques have had to deal with tough headwinds but, with the right set-up, they can still punch above their weight

Analysis

Alternative Thinking: Why private assets? Why now?

Schroders Greencoat’s Jack Wasserman on the potential upside – and risks – of an allocation to private assets

Analysis

Monday Club – 27/01/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, 'Saba saga' and 'Trump 2.0'

Partner zone

Credit quarterly outlook: Can spreads ever widen again?

Robeco

Tony Dalwood and Peter Bachmann on Sustainable Infrastructure in 2024

Gresham House

Carbon Markets in 2025: Key Developments to Watch

Krane Shares

High-yield credit investing: it’s a marathon, not a sprint

Wellington Management

Opinion

Hello and welcome to Wealthwise

A note from the editor

Analysis

Five key asset allocation themes for the year ahead

In 2025, markets face a new incumbent in the White House, instability in Europe and a potential revival in inflation

Analysis

Building greater resilience through diversification

Multi-asset investors are increasingly viewing real assets as important extra strings to their bow to help build more robust portfolios

Analysis

Will tech giants continue powering passive’s rise?

The ‘magnificent’ run of a certain septet of tech stocks looks set to continue to prove important to the passive...

Partner zone

J.P. Morgan Asset Management

Global market scenarios and risks

Our macro base case over the next 12-18 months sees the global expansion continuing, but with considerably more risks in...

Capital Group

5 keys to investing in 2025

As we enter 2025, market optimism is high amid a strong US economy, interest rate cuts and advances in artificial...

Royal London Asset Management

Outlook 2025: Multi asset: Interesting times ahead

With US stocks eye-wateringly expensive, I think broad diversification is more important than ever, with multi asset portfolios able to...

Orbis

Adam Karr: How to think (and work) like a billion-dollar investor

In this episode of The Knowledge Project podcast with Shane Parrish, Adam Karr, President and Portfolio Manager at Orbis, outlines...

Choice Words

Choice words

Rob Burdett on his Anthony Bolton lesson – Choice Words clip

A short clip from our series of interviews with UK fund researchers and fund selectors - plus episode transcript

02:20 min

Choice words

Peter Toogood on ‘thesis violation’ – Choice Words clip

A short clip from our series of interviews with UK fund researchers and fund selectors - plus episode transcript

02:27 min

Choice words

Choice Words: Peter Toogood, CIO at The Adviser Centre

On the opportunity of bifurcation, a common pressure on fund managers and the best golf course he has ever played

20:01 min

Partner Videos

Partner Video

Investment views: ‘We are in the early innings of a profound secular change’

Capital Group investment director Steve Smith on the onset of a new economic era, the power of disruption and targeting...

06:18 min

Partner Video

Investment views: Five ‘prerequisites’ for long-term equity investing

Downing fund manager Rosemary Banyard on the key ingredients for long-term compounding in equities and some examples of where they...

06:16 min

Partner Video

Investment views: ‘Macro environment should now be much more supportive for bonds’

Pimco fixed income strategist Gordon Harding on a significant tailwind for long-term fixed income returns, a ‘generational reset’ in yields...

02:49 min

Analysis & Opinion

Partner zone

Choice Words

Partner Videos

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